Jim Kelleher

About

After nearly 30 years working in Big 4 accounting focusing on restructurings and M&A, I have opened Acquisition Tax Advisors. We focus on providing tax due diligence services to assist with buy side and sell side tax due diligence as well as structuring. We serve founders, private equities, independent sponsors, and family offices. We partner with M&A Attorneys, Financial Due Diligence Shops, and Investment Bankers. We scale to what your client needs for the deal whether it is limited inquiry for sales tax or full scope tax due diligence for a deal with representations and warranties insurance. We also focus on ways to mitigate issues with the purpose of finding a way to get the deals done. We can help with small roll ups or full platform entities. After more than 3000 deals, I know where the bodies are likely buried at the outset and have technical expertise in federal income tax, state income/non-resident withholding tax, gross receipts tax, sales and use tax, property tax, employment tax and unclaImed property. I am industry agnostic. We also handle the voluntary disclosure agreements to help clean up issues post close, including the preparation of sales and use tax returns or worksheets in lieu of returns as well as state income and non-resident withholding tax returns. We are here to serve you and your client.

Practice Areas

Services

• Tax Due Diligence (Buy-Side)

  We can prepare buy-side tax due diligence services. We can provide different level of services, including: Full Scope (RWI level), Summary Scope (No exposure calcs), Email Summary, and Sales Tax Inquiry. I have done over three thousand deals and I am industry agnostic.
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• Voluntary Disclosure Agreement Services

  We provide Voluntary Disclosure Agreement Services for both sales and use tax, gross receipts tax, and state income tax/non-resident withholding tax. We can also prepare the historic sales and use tax returns or worksheets in lieu of returns using a sales tax engine. We can also prepare the historic state income tax and non-resident withholding tax returns with the assistance of an affiliated firm.
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• Tax Due Diligence - (Sell-Side)

  We can prepare sell-side tax due diligence services. We can provide Full Scope Due Diligence or merely help to mitigate an identified issue. We can help to control the narrative and negotiate how to handle any issues. I have done over three thousand deals and I am industry agnostic.
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Work

• 
  Managing Director and Founder

  Insight Tax Advisors

  Jun 2024 - Jul 2026
• 
  Senior Manager - Transaction Tax

  Ernst Young

  Dec 2015 - Jan 2026
• 
  Senior Director - Transaction Tax

  Alvarez & Marsal

  Jan 2022 - Jun 2024

Education

• Western New England University
  J.D.
• Georgetown University
  LLM - Tax